We are live on ! Find out more
AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
-$99.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,470
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$7.7M
3
+$7.69M
4
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$7.19M
5
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$7.12M

Top Sells

1
+$3.27M
2
+$2.79M
3
+$2.62M
4
AAPL icon
Apple
AAPL
+$2.54M
5
AMZN icon
Amazon
AMZN
+$2.25M

Sector Composition

1 Technology 5.77%
2 Financials 5.23%
3 Industrials 2.25%
4 Healthcare 2.18%
5 Consumer Discretionary 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
– –
-10
1477
– –
-335
1478
– –
-1,000
1479
– –
-405
1480
– –
-3
1481
– –
-115
1482
– –
-5,500
1483
– –
-21
1484
– –
-3,491
1485
– –
-18
1486
– –
-712
1487
– –
-7,131
1488
– –
-894
1489
– –
-455
1490
– –
-56
1491
– –
-193
1492
– –
-60
1493
– –
-772
1494
– –
-169
1495
– –
-1,825
1496
– –
-7,000
1497
– –
-748
1498
– –
-85
1499
– –
-556
1500
– –
-1,687
58 59
60
61 62